December 2016 Archive

Possible policy changes at DOL

December 15, 2016

President-elect Trump has picked a new Secretary of Labor – Andrew Puzder. Mr. Puzder is on record as opposing at least two Obama Administration policy initiatives – the Affordable Care Act and new Department of Labor overtime rules. And some are raising the possibility that he may (if confirmed) target the DOL’s Conflict of Interest regulation. Moreover, President-elect Trump has said that “I will formulate a rule which says that for every one new regulation, two old regulations must be eliminated.” Read More

New Administration, new Congress: personnel

December 02, 2016

With the focus currently on how President-Elect Trump will staff his new Administration and on the recent re-election of Nancy Pelosi (D-CA) as House Minority Leader, we provide a brief review of the key Administration jobs that President Trump will have to fill, and the key Congressional leadership, that directly affect retirement savings policy. Read More

How to Optimize a 401(k) Plan for Employer, Employees

December 06, 2016

(Published on CFO.com) Lately the benefits press has written an awful lot about the latest trend in employer-provided retirement benefits: making defined contribution (DC) plans look more like defined benefit (DB) plans. It's not just about making a DC plan look more like a DB plan; take a look at market-return cash balance plans and how they can solve the issues facing DB plan sponsors. Download

November 2016 Pension Finance Update

December 01, 2016

Well, that was a weird month. It started with the Cubs winning the World Series and ended as the best month for pension sponsors this year. In-between, we had a presidential election with a surprising outcome. So…pensions. Both model pension plans we track enjoyed strong improvements in funded status during November – Plan A improved by 5% and Plan B by more than 1% last month – pushing both plans into positive territory for the year, up almost 1%. Read More

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